MFS Global Growth R2 (MGWRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

59.43

+0.86 (1.47%)

At close: Oct 15, 2026

Fund Assets	770.98M
Expense Ratio	1.47%
Min. Investment	$0.00
Turnover	22.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 18, 2025

Previous Close	58.57
YTD Return	-0.31%
1-Year Return	1.29%
5-Year Return	27.65%
52-Week Low	51.84
52-Week High	63.02
Beta (5Y)	0.89
Holdings	76
Inception Date	Oct 31, 2003

About MGWRX

MFS Global Growth Fund Class R2 is a mutual fund focused on global large-cap growth equities, managed with the objective of achieving capital appreciation. The fund invests primarily in a diversified portfolio of equity securities from both U.S. and international markets, including a notable allocation to emerging markets. Its investment approach emphasizes companies with strong fundamentals and superior management teams, targeting those expected to demonstrate above-average growth potential over time. The fund is benchmarked against the MSCI All Country World Growth Index, reflecting its broad geographic and sector diversification. As of May 2025, the fund has over $917 million in net assets and has been in operation since 1993. Notable for having no initial sales charge or contingent deferred sales charge for its R2 share class, it provides access to eligible investors, such as retirement plans, often through employer-sponsored platforms. The fund's ongoing management and global reach make it a significant player for investors seeking exposure to growing companies across developed and emerging economies.

Fund Family MFS

Category Global Large-Cap Growth

Performance Rating Below Average

Risk Rating Low

Stock Exchange Nasdaq

Ticker Symbol MGWRX

Share Class R2

Index MSCI AC World Growth NR

Performance

MGWRX had a total return of 1.29% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.56%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
MWOKX	R6	0.90%
MWOIX	I	0.97%
MWOJX	R4	0.97%
MWOFX	A	1.22%

Top 10 Holdings

34.72% of assets

Name	Symbol	Weight
Taiwan Semiconductor Manufacturing Company Limited	TSM	6.15%
NVIDIA Corporation	NVDA	4.78%
Amazon.com, Inc.	AMZN	4.53%
Alphabet Inc.	GOOGL	4.35%
Visa Inc.	V	2.71%
Waters Corporation	WAT	2.58%
Tencent Holdings Limited	0700	2.49%
TransUnion	TRU	2.43%
Apple Inc.	AAPL	2.37%
L'Oréal S.A.	OR	2.32%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 18, 2025	$3.32004	Dec 19, 2025
Dec 19, 2024	$3.16296	Dec 20, 2024
Dec 21, 2023	$1.2008	Dec 22, 2023
Dec 8, 2022	$1.78575	Dec 9, 2022
Dec 9, 2021	$3.9692	Dec 10, 2021
Dec 10, 2020	$1.78888	Dec 11, 2020

Full Dividend History